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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

94 hedge funds and large institutions have $351M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 91 → 94 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $353M → $351M (-$2.03M)

0.57% less ownership

Funds ownership: 36.52% → 35.95% (-0.57%)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
24
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCA
Transcend Capital Advisors
New Jersey
+$9.81M
2
AGM
Alpine Global Management
New York
+$2.55M
3
RCM
Robinson Capital Management
Michigan
+$2.23M
4
Morgan Stanley
Morgan Stanley
New York
+$1.44M
5
GC
Guggenheim Capital
Illinois
+$864K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.55M
2
SIA
Sit Investment Associates
Minnesota
-$5.34M
3
PCM
Penserra Capital Management
California
-$4.12M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.07M
5
AA
AQR Arbitrage
Connecticut
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$784K +$111K +10,000 +17%
NCM
27
Next Capital Management
New York
$747K – – –
RWB
28
RMR Wealth Builders
New Jersey
$728K -$56.7K -5,110 -7%
ATS
29
Ashton Thomas Securities
New York
$633K +$1.44K +130 +0.2%
WFA
30
Wellspring Financial Advisors
Ohio
$623K -$9.99K -900 -2%
MC
31
Mathes Company
New York
$610K +$5.55K +500 +0.9%
MML Investors Services
32
MML Investors Services
Massachusetts
$596K -$58.4K -5,258 -9%
AWP
33
Ascent Wealth Partners
New York
$585K – – –
AA
34
AQR Arbitrage
Connecticut
$573K -$1.07M -96,031 -65%
BCG
35
Breakwater Capital Group
New Jersey
$548K +$40.7K +3,671 +8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$518K +$247K +22,283 +93%
SMH
37
Sanders Morris Harris
Texas
$478K – – –
SWM
38
Stockman Wealth Management
Montana
$458K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$434K -$127K -11,450 -23%
HA
40
Herold Advisors
New York
$433K -$32.1K -2,892 -7%
FFG
41
Frisch Financial Group
New York
$422K +$3.29K +296 +0.8%
OC
42
Oppenheimer & Co
New York
$419K +$250K +22,521 +151%
DJYG
43
David J. Yvars Group
Florida
$415K – – –
Mariner
44
Mariner
Kansas
$330K – – –
WJWM
45
Williams Jones Wealth Management
New York
$313K – – –
Millennium Management
46
Millennium Management
New York
$301K +$298K +26,891 New
BRWA
47
B. Riley Wealth Advisors
Florida
$295K +$290K +26,157 New
OWA
48
Opal Wealth Advisors
New York
$293K – – –
WCMNY
49
Westchester Capital Management (New York)
New York
$293K -$810K -73,000 -74%
SCA
50
STALEY CAPITAL ADVISERS
Pennsylvania
$291K – – –
1
2
3 4 5

NRK Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2024, worth a combined $351M — down 0.57% from $353M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 12 closed out — a net gain of 4 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $9.81M. The largest seller was Karpus Investment Management, cutting an estimated $8.55M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2024, up from 91 in Q2 2024.
  • Funds reported $351M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2024, down 0.57% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2024 and 12 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2024 was Transcend Capital Advisors, an estimated $9.81M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $8.55M sold.

Based on aggregated 13F filings for Q3 2024.